Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
D. LANCE TAYLOR, D.M.D., M.S., P.C.
EIN 37-1371017Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$12.4M assets
Welfare
0
Participants
6
2050 W. ILES AVENUE, SUITE C - SPRINGFIELD, IL 62704217-698-6150
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.4M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
D. LANCE TAYLOR, D.M.D., M.S., P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$7.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
D. LANCE TAYLOR, D.M.D., M.S., P.C. CASH BALANCE PLAN
CashBalance
Assets$4.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | D. LANCE TAYLOR, D.M.D., M.S., P.C. 401(K) PROFIT SHARING PLAN | 401k | $7.5M | 3 | 2025 | |
| 002 | D. LANCE TAYLOR, D.M.D., M.S., P.C. CASH BALANCE PLAN | CashBalance | $4.9M | 3 | 2025 |
Retirement plans